Data as of Q4 2025 (Dec 31, 2025)

Cetera Investment Advisers

•CIK: 1666741•Filing: Q4 2025

Cetera Investment Advisers, with $81.5B in AUM, is known for its active management style, focusing on both growth and value stocks, as evidenced by top holdings like IVV and AAPL. Recently, the fund has made notable moves by adding JHCB and EUSA, up 1495% and 840% respectively, while exiting positions in INVESTOP and UNILEVER P.

Total AUM
$81.5B
+ $970.2K in options
QoQ Performance
-3.1%
Positions
2,709
+ 46 options
Top 10 Concentration
27.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV3.4%
AAPL2.3%
AGG1.9%
VTV1.7%
MSFT1.6%
VONG1.5%
VOO1.5%
VTI1.3%

📈 Biggest Buys

LLY
ELI LILLY & CO
+82345.2%
0.4% of portfolio
IJR
ISHARES TR
+1423823.0%
0.4% of portfolio
XLK
SELECT SECTOR SPDR TR
+116.1%
0.3% of portfolio
IVE
ISHARES TR
+22.5%
0.9% of portfolio
NFLX
NETFLIX INC
+963.1%
0.2% of portfolio

📉 Biggest Sells

QUAL
ISHARES TR
-25.4%
0.4% of portfolio
VONG
VANGUARD SCOTTSDALE FDS
-3.0%
1.5% of portfolio
SPHQ
INVESCO EXCHANGE TRADED FD T
-22.2%
0.1% of portfolio
COWZ
PACER FDS TR
-5.4%
0.4% of portfolio
IWY
ISHARES TR
-14.2%
0.1% of portfolio

Sector Breakdown

Other71.5%
Technology10.2%
ETF7.6%
Financial3.6%
Consumer3.2%
Healthcare1.9%
Industrial1.0%
Consumer Staples0.6%

🚪 Exited Positionssold since Q3 2025

NVDA
NVIDIA CORPORATION
SOLD
$1.7B
NDQ
INVESCO QQQ TR
SOLD
$1.3B
SPY
SPDR S&P 500 ETF TR
SOLD
$1.2B
VUG
VANGUARD INDEX FDS
SOLD
$995.5M
AVGO
BROADCOM INC
SOLD
$481.4M
+4290 more exited positions

Changes from Q3 2025

↑158 increased
↓42 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV3.4%
ISHARES TR
$2.8B
AAPL2.3%
APPLE INC
$1.9B
AGG1.9%
ISHARES TR
$1.5B
VTV1.7%
VANGUARD INDEX FDS
$1.4B
MSFT1.6%
MICROSOFT CORP
$1.3B

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.